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Morgan Stanley

2,484 hedge funds and large institutions have $218B invested in Morgan Stanley in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 1,041 increasing their positions, 932 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less ownership

Funds ownership:

9% less capital invested

Capital invested by funds: $240B → $218B (-$21.9B)

25% less funds holding in top 10

Funds holding in top 10: 6045 (-15)

28% less call options, than puts

Call options by funds: $2.43B | Put options by funds: $3.35B

Holders
2,484
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.43B
Puts
$3.35B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JC
726
JBF Capital
Colorado
$4.11M
TCOT
727
Trust Company of Toledo
Ohio
$4.11M
RAM
728
Ramirez Asset Management
New York
$4.07M
KF
729
Krilogy Financial
Missouri
$4.04M
LSV Asset Management
730
LSV Asset Management
Illinois
$4M
MAMA
731
Myriad Asset Management Advisors
Florida
$4M
DACS
732
Dymon Asia Capital (Singapore)
Singapore
$3.95M
NIM
733
Northeast Investment Management
Massachusetts
$3.94M
VI
734
Vestcor Inc
New Brunswick, Canada
$3.94M
BRWA
735
B. Riley Wealth Advisors
Florida
$3.92M
CWP
736
Concord Wealth Partners
Virginia
$3.9M
CM
737
Castleark Management
Illinois
$3.9M
MWM
738
Meridian Wealth Management
Kentucky
$3.88M
CCS
739
Concentric Capital Strategies
Connecticut
$3.88M
CIA
740
Choate Investment Advisors
Massachusetts
$3.87M
CAMV
741
Concord Asset Management (Virginia)
Virginia
$3.83M
SG
742
StoneX Group
New York
$3.81M
EWA
743
EverSource Wealth Advisors
Alabama
$3.8M
PFS
744
Prospera Financial Services
Texas
$3.77M
FNA
745
First National Advisers
Nebraska
$3.76M
MFIM
746
Mesirow Financial Investment Management
Illinois
$3.75M
WAM
747
Wolverine Asset Management
Illinois
$3.74M
AC
748
Asio Capital
Kentucky
$3.74M
AWE
749
Avidian Wealth Enterprises
Texas
$3.74M
RSA
750
River Street Advisors
Illinois
$3.74M